Schwab, Morningstar form platform-sharing relationship

03/27/2008 | InvestmentNews (free registration)

Schwab Institutional has reached an agreement with Morningstar Investment Services that allows Schwab to have portfolio-management services available on an enhanced managed-account-services platform. Financial advisers doing business with Schwab Institutional will be able to access Morningstar Investment Services' line of actively managed mutual fund, stock and exchange-traded fund portfolios.

View Full Article in:

InvestmentNews (free registration)

Published in Brief: